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Attach newly signed fynk PDFs to Pipedrive deals with notes
Reps want the signed contract right on the deal. When a new fynk document is signed, this Zap gets the signed PDF, attaches it to the Pipedrive deal you pick, and adds a note with the contract name. Everyone sees the final version in the deal history without digging through email.
- When this happens...New Signed DocumentTriggers when a document is signed.
- automatically do this...Find Document Download URLFind the download URL of the latest revision of the document.
- then do this...Attach FileUploads a file and attaches it to a deal, person, organization, activity, product, lead or note.
- then do this!Create NoteCreates a new note.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with fynk and Pipedrive
Discover other triggers and actions you can use with fynk and Pipedrive
- New Document
Triggers when a new document is created.
Try ItTriggerPolling - New Signed Document
Triggers when a document is signed.
Try ItTriggerPolling - Document UUIDRequired
- Party UUIDRequired
- EmailRequired
- First Name
- Last Name
- Mobile Phone
- Title / Position
ActionWrite- Document Name
- TemplateRequired
- Move to Signing Stage
ActionWrite
- Document UUIDRequired
Try ItTriggerPolling- New Template
Triggers when a new template is created.
Try ItTriggerPolling - PDF FileRequired
- File Name
- Document Name
- Initial Stage
- Template
- Team
- Tags
- Owner Emails
- AI Analysis
ActionWrite- Tag NameRequired
- ColorRequired
ActionWrite
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